BFG
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Beacon Financial Group’s Suncor Energy SU Stock Holding History

Beacon Financial Group’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-18,571
Closed -$509K – 189
2016
Q2 		$509K Buy
18,571
+505
+3% +$13.8K 0.11% 118
2016
Q1 		$497K Buy
+18,066
New +$437K 0.11% 117

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Beacon Financial Group's SU Position: Q3 2016 in Review

Beacon Financial Group sold out of Suncor Energy (SU) in Q3 2016, closing a stake of 18,571 shares — an estimated $509K sold.

Beacon Financial Group first reported a position in SU in Q1 2016 and held it in 2 quarters. The position peaked at $509K in Q2 2016. 459 funds tracked by Wall St. Rank hold SU as of Q3 2016.

  • Beacon Financial Group reported no remaining Suncor Energy position as of Q3 2016 after selling out during the quarter.
  • Beacon Financial Group sold 18,571 Suncor Energy shares in Q3 2016, an estimated $509K.
  • Beacon Financial Group first reported a position in Suncor Energy in Q1 2016 and held it in 2 quarters.
  • Beacon Financial Group's Suncor Energy position peaked at $509K in Q2 2016.
  • 459 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2016.

Based on Beacon Financial Group's 13F filing for Q3 2016, filed 3 Oct 2016.